Marketing for financial advisors is challenging. Should you opt for transactional tactics that promise immediate results, or invest in transformational strategies that build a lasting business? Should you focus on short-term success or long-term sustained strategy? Let’s delve into your two options.

As the RIA industry continues to attract new players, industry and marketing consultants agree that RIAs can still be generalists but may face hurdles in standing out among the pack.

Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.

Staying "on niche" helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors can become trusted experts and enjoy long-term success.

Tune in to Kristen Luke’s chat with Lauren Hong, President of Out & About Communications, and learn how strategy starts with the kind of client you want to serve.

Are you a tech lover? You’ll want to watch Kristen Luke’s discussion with Geoff Moore, CIO of Valmark Financial Group. The two chatted about the importance of putting a marketing strategy in place before diving into all the great marketing tech out there.

Referrals and word-of-mouth marketing are distinct yet powerful strategies for financial advisors to build trust and acquire new clients.

Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.

Here are six steps for RIAs to implement multiple niches, bring in new clients, and accelerate their growth goals.

ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.

To get the marketing ball rolling for your niche, start with “patient zero.” This article shares how to identify and work with someone who can help drive your firm’s viral growth.

If you serve diverse groups of clients, you might find messaging that resonates with all of them by considering whether your clients are in the life-raft or sailboat category of financial planning.

Introverted financial advisors really can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.

When you choose a client niche, you may find that the focus is too narrow or too broad. Here’s how you can remedy the situation.

Let me give you an example of what it truly means to serve a niche.

When it comes to building prospects’ trust so that they become clients, advisors need something else.

When starting with a niche, you may find it difficult to produce topics for your content marketing. To get ideas, take notes about what your prospects are talking about. This article covers specific points to create an effective content strategy.

When creating your marketing message for your niche, you want to articulate the one unique problem your niche faces. Here are questions to help you address that overriding problem.